The June LECP webinar featured OneAmerica Sales Director, Tim Vannoy, who presented the “Hybrid Annuities and the Long-Term Care Provisions.” Using case studies, Vannoy addressed the following issues:
- Who would benefit from the Pension Protection Act?
- How large is the market for the Pension Protection Act?
- How can a client get tax-deferred gains out tax-free?
Vannoy emphasized the importance of talking to your clients about the annuities they currently own and why. These questions may lead to a discussion on long-term care needs and how the client may be able to convert the annuity into a product that offers a tax-free advantage.
Watch a recording of the event in the LECP Webinar Archives.
OneAmerica is an educational partner with NAIFA and provides support and content for the Limited and Extended Care Planning Center. NAIFA members can learn more about OneAmerica and partnership benefits within the Member Portal.